UniCMMS Role Permissions Reference

This page lists permission names and meanings as grouped in the role editor. Actual availability can depend on your tenant’s modules and version; use this as the canonical glossary when auditing access.

For how roles relate to sites and users, see Roles & Permissions overview and User Management.

Admin

Admin is the first permission group on the Create Role and Edit Role screens. Permissions appear as cards in a grid: each card shows a title, a short explanation, and a checkbox in the top-right corner to turn that right on or off for the role.

Across this group (and much of UniCMMS), names follow a simple pattern:

• View … — Read-only access (see lists, open records, no structural changes).
• Manage … — Broader access, usually including adding, changing, or removing records and configuration—exact scope is described on each card below.

Permission	What it controls
View Admin Dashboard	Opens the main admin overview and health-style summary for administrators.
View Tenant Configuration	See tenant-wide settings without changing them.
Manage Tenant Configuration	Create, change, or remove tenant-level configuration (the counterpart to view-only above).
View Reference Data	See lookup and reference data the product uses everywhere (for example additional costs, budget accounts).
Manage Reference Data	Add, change, or remove that reference data.
View Codification Settings	See codification rules and numbering formats.
Manage Codification Settings	Configure and change codification and numbering systems.
View Custom Fields	See how custom fields are defined for modules.
Manage Custom Fields	Create, change, or remove custom field definitions.
Manage Bulk Import	Use bulk import flows for large datasets (for example spreadsheet uploads).
View Users	See the user list and profile-level information you are allowed to view.
Manage Users	Create and maintain user accounts (for example add users, change roles and access, deactivate).
View Sites	See site or branch configuration.
Manage Sites	Add, change, or remove sites or branches.
View Roles	See which roles exist and inspect their permission setup.
Manage Roles	Add, change, or remove roles and the permissions assigned to them—this is the area covered by Add a role, Change a role, and Remove a role.

Asset

The Asset group controls access to equipment records and everything tied to them—opening and changing records, exports, images, status history, analytics, depreciation, warranties, meters, work orders, attachments, and where the asset sits in the site hierarchy. Like Admin, each right appears as a card with a short explanation and a checkbox in the corner.

Many sub-areas split View (read-only) from Manage or Edit-style rights so you can let people see warranty or status history without letting them change it.

Permission	What it controls
View Assets	See the asset list and record details (for example type and status).
Add Asset	Create and register a new asset in the system.
Edit Asset	Change existing asset information and fields you are allowed to edit.
Delete Asset	Remove an asset record (subject to your organization’s rules and other permissions).
Export Assets	Export asset data to external formats such as Excel, CSV, or PDF.
Manage Asset Images	Upload, replace, or remove photos and images on asset records.
View Asset Status	Open the asset status history (how state changed over time).
Manage Asset Status	Update or change status within that history, not only view it.
View Asset Insights	See analytical views—trends, performance, or health-style insight for assets.
Manage Asset Depreciation	Configure and maintain depreciation settings and calculations for assets.
View Asset Warranty	See warranty coverage and expiry information.
Manage Asset Warranty	Add, change, or renew warranty details on assets.
View Asset Meters	See meter readings and usage-style data linked to assets.
View Asset Work Orders	See work orders that belong to or are associated with an asset.
View Asset Attachments	Open documents, manuals, or other files attached to the asset record.
Manage Asset Attachments	Add, change, or remove those attachments.
View Asset Hierarchy	See how the asset relates to other assets and locations in the facility or site hierarchy.

Business

The Business group covers vendor and partner records (companies you work with), including the main business profile, images, people contacts, and file attachments. Permissions use the same card layout as other groups, with View vs Add / Edit / Delete / Manage split so you can let someone see suppliers without letting them change master data or attachments.

Permission	What it controls
View Businesses	See the business list and record details (for example basic information and status).
Add Business	Create and register a new business in the system.
Edit Business	Change fields on an existing business such as name, type, or category.
Delete Business	Remove a business record (where your process and other rules allow).
Export Businesses	Export business data to files such as Excel, CSV, or PDF.
Manage Business Images	Upload, replace, or remove images linked to business records (for example logos).
View Business Contacts	See contact people and details associated with businesses.
Manage Business Contacts	Add, change, or remove contacts linked to businesses.
View Business Attachments	Open documents or files attached to a business (for example contracts).
Manage Business Attachments	Add, change, or remove those attachments.

Facility

The Facility group covers buildings and physical locations (areas you maintain or track inside a site). Permissions are shown as cards with a short description and a checkbox, like Business and Asset. Core actions are split into Add, Edit, and Delete so you can allow new locations without granting removal, and View vs Manage for attachments keeps read-only access to floor plans or photos separate from changing files.

Permission	What it controls
View Facilities	See the facility list and record details (for example basic information about each location).
Add Facility	Create and register a new facility in the system.
Edit Facility	Change facility fields such as name, type, or address.
Delete Facility	Remove a facility record (where your process and other rules allow).
Export Facilities	Export facility data to files such as Excel, CSV, or PDF.
Manage Facility Images	Upload, replace, or remove images for facilities.
View Facility Inventory	See inventory of assets or items inside that facility’s context.
View Facility Hierarchy	See how facilities fit in the site or asset hierarchy (how locations nest or relate).
View Facility Attachments	Open documents or files attached to a facility record.
Manage Facility Attachments	Add, change, or remove those attachments.

Hierarchy

The Hierarchy group controls whether someone can open the organizational view of sites, assets, and facilities—including parent–child relationships. The role editor shows one permission here, and it is view access only (there is no Manage hierarchy toggle in this group).

Permission	What it controls
View Site & Asset Hierarchy	See the organizational structure of sites, assets, and facilities—how they link as parents and children (who sits under what).

Meter

The Meter group covers measurement devices (what you track on assets or locations), their readings and history, insights built from that data, and files on the meter record. Like Asset and Facility, the screen uses cards with View vs Add / Edit / Delete on the master record, plus Manage where readings or attachments can be changed without opening the whole meter definition.

Permission	What it controls
View Meters	See the meter list and details for each device.
Add Meter	Create and register a new meter in the system.
Edit Meter	Change meter fields such as specifications, location, or type.
Delete Meter	Remove a meter record (where your process and other rules allow).
Export Meters	Export meter data to files such as Excel, CSV, or PDF.
View Meter Readings	See readings, usage-style data, and historical measurement logs.
Manage Meter Readings	Add, change, or remove readings and measurement entries—not only view them.
View Meter Insights	Open analytical views, trends, and reports based on meter data.
View Meter Attachments	Open documents or files attached to a meter record.
Manage Meter Attachments	Add, change, or remove those attachments.

Meter Trigger

Meter triggers are rules tied to meter readings (for example when a value passes a limit and something should happen automatically). This group controls who can see those rules, set them up, change or remove them, export their definitions, and review what already fired in the past.

Permission	What it controls
View Meter Triggers	See the list of meter triggers and open each rule’s details as configured in the system.
Add Meter Trigger	Create and register a new meter trigger.
Edit Meter Trigger	Change an existing meter trigger’s configuration.
Delete Meter Trigger	Remove a meter trigger from the system (where your process allows).
Export Meter Triggers	Export meter trigger data to external files (for example Excel or CSV).
View Trigger History	See history and logs of events that triggers have already produced.

Part

The Part group governs the spare parts catalog, images, warranty, files, inventory and stock views, receipts, movements, and manual stock actions (issue, receive, undo issue, return to supplier). Cards follow the same pattern as Meter and Facility: separate toggles for View vs Manage, and distinct rights for each manual stock operation so you can match real warehouse duties.

Permission	What it controls
View Parts	See the parts list and each part’s details.
Add Part	Create and register a new part in the system.
Edit Part	Change part fields such as specifications, quantity on record, or location (as the product allows).
Delete Part	Remove a part record from the system (where your process allows).
Export Parts	Export part data to files such as Excel, CSV, or PDF.
Manage Part Images	Upload, replace, or remove images linked to parts.
View Part Insights	Open analytics and statistics about parts (usage, performance-style views).
View Part Warranty	See warranty information and expiry for parts.
Manage Part Warranty	Add, change, or update warranty information on parts.
View Part Attachments	Open documents or files attached to part records (for example specs or vendor PDFs).
Manage Part Attachments	Add, change, or remove those attachments.
View Part Inventories	See inventory detail—quantities, locations, and stock status for parts.
View Part Receipts	See receipt records: received quantities, suppliers, dates, and related context.
View Part Movements	See movement history—transfers, adjustments, and other stock changes.
Manually Issue Stock	Run a manual issue of parts from stock.
Manually Receive Stock	Run a manual receive of parts into stock.
Manually Undo Stock Issue	Undo a manually issued stock transaction when your process allows.
Manually Return to Supplier	Process a manual return of parts to a supplier.

Part Cycle Count

Part cycle counts are stock audits: you line up what is on the shelf with what the system expects, then perform and validate the count. This group in Roles covers the on-demand cycle count workflow—status, attachments, inventory lines during the count, and Perform Part Cycle Count. It is separate from Part Scheduled Cycle Count (plans that run on a schedule).

Permission	What it controls
View Part Cycle Count	See the list of part cycle counts and open each record’s details.
Add Part Cycle Count	Start a new part cycle count.
Edit Part Cycle Count	Change an existing part cycle count (while your process allows edits).
Delete Part Cycle Count	Remove a part cycle count record (where rules allow).
Export Part Cycle Counts	Export part cycle count data for reporting or analysis.
Manage Part Cycle Count Status	Move a count through its status (for example from draft to in progress to completed).
View Part Cycle Count Attachments	Open files or documents linked to a part cycle count.
Manage Part Cycle Count Attachments	Add, change, or remove those attachments.
View Part Cycle Count Inventories	See inventory lines or quantities tied to the count.
Manage Part Cycle Count Inventories	Adjust or maintain inventory lines during the count (not only view them).
Perform Part Cycle Count	Run the count and validate quantities—doing the physical check in the product workflow.

Part Scheduled Cycle Count

Part scheduled cycle counts define when and how often cycle counts should happen (for example by calendar or policy). Permissions here only manage the schedule records—view, add, edit, delete, and export—not the same attachment/inventory/perform steps as Part Cycle Count, which apply when someone actually runs a count.

Permission	What it controls
View Part Scheduled Cycle Count	See the list of scheduled part cycle counts and each record’s details.
Add Part Scheduled Cycle Count	Create a new scheduled part cycle count.
Edit Part Scheduled Cycle Count	Change an existing scheduled part cycle count.
Delete Part Scheduled Cycle Count	Remove a scheduled part cycle count (where rules allow).
Export Part Scheduled Cycle Counts	Export scheduled part cycle count data for reporting or analysis.

Part Inventory

Part inventory is stock by part and location—quantities on hand, where they sit, and status. This group is separate from Part (the catalog) and Part Cycle Count; it focuses on balances, receipts, and movements as they appear for inventory records.

Permission	What it controls
View Part Inventory	See part inventory details—quantities, locations, and stock status.
Add Part Inventory	Create new part inventory records.
Edit Part Inventory	Change existing part inventory records.
Delete Part Inventory	Remove part inventory records (where rules allow).
Export Part Inventory	Export part inventory data to files such as Excel, CSV, or PDF.
View Inventory Receipts	See receipt detail—quantities received and sources (where stock came from).
View Inventory Movements	See movement detail—transfers, adjustments, usage, and other stock changes.

Part Set

A part set (sometimes called a kit) groups parts that belong together—for example a spare-parts bundle or a predefined list of components. This group controls who can see those sets, build or change them, remove them, and export the definitions.

Permission	What it controls
View Part Sets	See part sets and the items or configuration tied to each set.
Add Part Sets	Create new part sets and define their components or lines.
Edit Part Sets	Change an existing part set’s details or its components.
Delete Part Sets	Remove part sets and their associations (where rules allow).
Export Part Sets	Export part set data to files such as Excel, CSV, or PDF.

Part Transfer Request

Part transfer requests are how people ask to move stock between locations or sites. This group covers opening requests, creating and (where allowed) changing or removing your own, exporting lists, reviewing (approve/decline), and attachments such as shipping paperwork.

Permission	What it controls
View Transfer Requests	See part transfer requests and their details (for example what moves, where from/to).
Add Transfer Requests	Create new part transfer requests.
Edit Transfer Requests	Change part transfer requests—typically only those the user created (see the label on the permission card in Roles).
Delete Transfer Requests	Remove part transfer requests—typically only those the user created.
Export Transfer Requests	Export transfer request data for reporting or analysis.
Review Transfer Requests	Review, approve, or decline requests in the workflow (separate from only editing your own drafts).
View Transfer Request Attachments	Open files linked to a transfer request.
Manage Transfer Request Attachments	Add, change, or remove attachments on transfer requests.

Procedure Template

Procedure templates are reusable checklists for maintenance work—steps, instructions, and how tasks tie together before someone uses them on a work order. This group controls the master templates only, not the live job on the floor.

Permission	What it controls
View Procedure Templates	See the template list and each template’s details—steps and linked tasks as the product shows them.
Add Procedure Template	Create and register a new procedure template.
Edit Procedure Template	Change an existing template—steps, instructions, assignments, or other fields you are allowed to edit.
Delete Procedure Template	Remove a procedure template from the system (where rules allow).
Export Procedure Templates	Export procedure template data to files such as Excel, CSV, or PDF.

Regular Maintenance

Regular maintenance (preventive / scheduled maintenance in your process) covers PM schedules, requests, work orders, procedures, parts, and attachments tied to that recurring work. The cards below map to those areas—View vs Manage tells you whether someone can only see data or also change it.

Permission	What it controls
View Regular Maintenance	See the list of regular maintenance records and each record’s details.
Add Regular Maintenance	Create and register new regular maintenance.
Edit Regular Maintenance	Change existing regular maintenance details.
Delete Regular Maintenance	Remove regular maintenance from the system (where rules allow).
Export Regular Maintenance	Export regular maintenance data to files such as Excel, CSV, or PDF.
View Maintenance Requests	See requests submitted for regular maintenance.
Manage Maintenance Requests	Approve or decline regular maintenance requests (workflow actions, not only viewing).
View Maintenance Attachments	Open documents, manuals, or files attached to maintenance tasks.
Manage Maintenance Attachments	Add, change, or remove attachments on those tasks.
Manage Maintenance Procedures	Create, change, or remove maintenance procedures linked to this area.
View Maintenance Work Orders	See work orders tied to regular maintenance—details, tasks, and schedules as the product shows them.
View Maintenance Procedures	See procedures—steps, schedules, and instructions—without necessarily editing them.
Export Regular Maintenance Requests	Export maintenance requests to CSV, Excel, or other supported formats.
Review Regular Maintenance Requests	Review, approve, or reject maintenance requests (governance-style step when your tenant uses it).
View Regular Maintenance Parts	See parts used or linked to regular maintenance.
Manage Regular Maintenance Parts	Add, change, or remove parts linked to regular maintenance.

Team

Teams group people (and often facilities or assets they cover) for routing work and visibility. This group controls the team records themselves—list and details, add / edit / delete, export, and attachments—not the same as User permissions, which govern the wider user directory.

Permission	What it controls
View Teams	See the team list and each team’s details.
Add Team	Create and register a new team in the system.
Edit Team	Change team fields such as name, members, or linked facilities / assets (as the product allows).
Delete Team	Remove a team record (where rules allow).
Export Teams	Export team data to files such as Excel, CSV, or PDF.
View Team Attachments	Open documents or files attached to team records.
Manage Team Attachments	Add, change, or remove attachments linked to teams.

Time Trigger

Time triggers run actions on a calendar or schedule (for example “every Monday” or “first of the month”), unlike Meter Trigger rules that react to readings. This group covers defining triggers, exporting them, and seeing when they have run in the past.

Permission	What it controls
View Time Triggers	See time-based triggers and how each one is configured.
Add Time Triggers	Create new time-based triggers and set their actions (as the product allows).
Edit Time Triggers	Change existing triggers and their settings.
Delete Time Triggers	Remove time-based triggers (where rules allow).
Export Time Triggers	Export time trigger data to files such as Excel, CSV, or PDF.
View Time Trigger History	See execution history—when time-based triggers ran and what the product recorded.

User

This User block in the role editor is narrow: it only exposes View Users—seeing people in site context. Full directory administration (add accounts, change roles, deactivate, and so on) sits under Admin (View Users / Manage Users there), not in this section.

Permission	What it controls
View Users	See the user list and profile-style details for people within a site (site-scoped visibility as your tenant applies).

Work Order

Work orders are the main jobs your team executes—status, team, assets, parts, costs, procedures, comments, and attachments. The role editor lists each area separately so you can give technicians fill and view rights without letting them delete jobs or manage financial closeout.

Permission	What it controls
View Work Orders	See the work order list and details—status, assigned team, related assets, and context the product shows.
Add Work Order	Create and register a new work order.
Edit Work Order	Change work order fields such as description, schedule, or assigned team.
Delete Work Order	Remove a work order (where rules allow).
Export Work Orders	Export work order data to files such as Excel, CSV, or PDF.
View Cost Breakdown	See cost detail for a work order (labor, material-style breakdowns as the product shows).
Manage Work Order Status	Update work order status (for example in progress, on hold).
Manage Work Order Closeout	Complete and close out work orders after work is verified (including cancelled flows if your tenant uses them).
View Work Order Procedures	See procedures or checklists linked to the work order.
Manage Work Order Procedures	Create, change, or assign procedures/checklists to work orders.
Fill Work Order Procedures	Execute checklist steps on the work order (technician-style completion).
View Work Order Additional Costs	See additional costs or extra expenses on the work order.
Manage Work Order Additional Costs	Add or change additional costs or expenses.
View Work Order Attachments	Open documents, manuals, or files attached to the work order.
Manage Work Order Attachments	Add, change, or remove attachments.
View Work Order Comments	See comments or notes on the work order.
Manage Work Order Comments	Add, change, or remove comments or notes.
View Work Order Parts	See parts linked to the work order.
Manage Work Order Parts	Add, change, or remove parts on the work order.

Work Request

Work requests are how people ask for maintenance before a Work Order exists. Permissions split submitting and editing your own requests from reviewing everyone’s, and treat guest (unauthenticated) requests separately. Delete rights usually apply only while a request is not yet resolved—see the labels on each card in Roles.

Permission	What it controls
View Work Requests	See submitted work requests.
Add Work Requests	Create and submit new work requests.
Edit Work Requests	Change a request—typically only ones you created (as shown on the permission card).
Delete Work Requests	Remove your own requests—usually only if not resolved yet.
Delete Guest Requests	Remove guest requests—usually only if not resolved yet.
Export Work Requests	Export work request data (for example CSV or PDF).
Review Work Requests	Review incoming requests and approve or decline them.
View Work Request Attachments	Open files attached to work request records.
Manage Work Request Attachments	Add, change, or remove attachments on work requests.

Dashboard

The Dashboard group is a single permission in the role editor. Enabling it turns on full dashboard management: create, edit, share, and delete dashboards—not a separate “view only” toggle in this section.

Permission	What it controls
Access to dashboard	Full dashboard access: create, edit, share, and delete dashboards—not view-only. (The label on the card may match this wording or show a small spelling difference; rely on the card description in Roles.)

Purchase Order (PO)

Purchase orders (POs) are formal buying documents—vendor, lines, status, extra costs, and attachments (invoices, terms). This group maps each concern to its own toggle so buyers can view POs without managing freight charges or files.

Permission	What it controls
View Purchase Orders	See the PO list and details—status, team, related assets or context as the product shows.
Add Purchase Order	Create and register a new purchase order.
Edit Purchase Order	Change an existing PO’s header and line detail (as allowed).
Delete Purchase Order	Remove a PO (where rules allow).
Export Purchase Orders	Export PO data to files such as Excel, CSV, or PDF.
Manage Purchase Order Status	Update PO status (for example draft, sent, received).
View Purchase Order Additional Costs	See additional costs or extra expenses on the PO.
Manage Purchase Order Additional Costs	Add or change additional costs or expenses.
View Purchase Order Attachments	Open documents or files attached to the PO.
Manage Purchase Order Attachments	Add, change, or remove attachments on the PO.

Purchase Request

Purchase requests are internal asks for material or services—often before a formal Purchase Order (PO) is raised. Permissions separate submitting and editing your own requests from reviewing and approving others’, and from attachments on the record.

Permission	What it controls
View Purchase Requests	See submitted purchase requests.
Add Purchase Requests	Create and submit new purchase requests.
Edit Purchase Requests	Change a request—typically only if you created it (as on the permission card).
Delete Purchase Requests	Remove your own requests—usually only while not resolved yet.
Export Purchase Requests	Export purchase request data (for example CSV or PDF).
Review Purchase Requests	Review requests and approve or decline them.
View Purchase Request Attachments	Open files attached to purchase request records.
Manage Purchase Request Attachments	Add, change, or remove attachments on purchase requests.

Receipt

Receipts record goods arriving against orders—what came in, status, who handled it, and proof in attachments (delivery notes, photos). This group splits master receipt actions from status updates and files so receiving clerks can scan documents without deleting records.

Permission	What it controls
View Receipts	See the receipt list and details—status, team, related assets or context as shown.
Add Receipt	Create and register a new receipt.
Edit Receipt	Change receipt fields such as description, schedule, or assigned team (as allowed).
Delete Receipt	Remove a receipt (where rules allow).
Export Receipts	Export receipt data to files such as Excel, CSV, or PDF.
Manage Receipt Status	Update receipt status and drive the receiving workflow.
View Receipt Attachments	Open documents or files attached to receipts.
Manage Receipt Attachments	Add, change, or remove attachments on receipts.

Request For Quotation (RFQ)

An RFQ is a supplier bidding package—scope, lines, and responses. These permissions control the RFQ record, validation when your process requires a formal sign-off, and attachments (quotes, comparisons, terms).

Permission	What it controls
View Request For Quotations	See the RFQ list and each record’s details.
Add Request For Quotation	Create and register a new Request For Quotation.
Edit Request For Quotation	Change an existing RFQ’s details.
Delete Request For Quotation	Remove an RFQ (where rules allow).
Export Request For Quotations	Export RFQ data to files such as Excel, CSV, or PDF.
Validate Request For Quotation	Run the validation step for an RFQ (for example formal approval or sign-off before award—exact behavior follows your tenant’s workflow).
View Request For Quotation Attachments	Open files linked to RFQ records.
Manage Request For Quotation Attachments	Add, change, or remove attachments on RFQs.

Related

• Roles & Permissions overview
• Role identification